金属新材料高频数据周报：钨价创2012年以来新高，EVA价格连续1个月上涨-20250910

Investment Rating - The report maintains an "Overweight" rating for the non-ferrous metals sector [5] Core Insights - Tungsten prices have reached a new high since 2012, while EVA prices have increased for a consecutive month [1] - The lithium concentrate price has decreased, indicating potential supply disruptions in the lithium market [1][4] - The report suggests focusing on companies with cost advantages and resource expansion potential in the lithium sector [4] Summary by Relevant Sections Military New Materials - Electrolytic cobalt price is at 263,000 CNY/ton, unchanged week-on-week [1] - The price ratio of electrolytic cobalt to cobalt powder is 0.86, down 0.5% [10] - Carbon fiber price is 83.8 CNY/kg, unchanged, with a gross profit of -8.59 CNY/kg [21] New Energy Vehicle Materials - Lithium concentrate price is 726 USD/ton, down 9.81% [1] - Prices for battery-grade lithium hydroxide and carbon materials are 76,200 CNY/ton and 78,900 CNY/ton, down 1.1% and 4.2% respectively [28] - Sulfuric cobalt price is 53,200 CNY/ton, up 0.19% [37] Photovoltaic New Materials - Photovoltaic-grade polysilicon price is 6.20 USD/kg, unchanged [2] - EVA price is 10,800 CNY/ton, up 2.9%, remaining at a low level since 2013 [2] Nuclear Power New Materials - Uranium price is 59.58 USD/lb, up 4.0% [2] Consumer Electronics New Materials - Tetracobalt oxide price is 213,000 CNY/ton, up 0.47% [3] - Silicon carbide price is 5,300 CNY/ton, unchanged [3] Suggested Focus Stocks - The report recommends focusing on companies in the non-ferrous metals sector, particularly those with advantageous costs and expansion potential in lithium resources [4]